Create a Project - Detailed Guide

Projects are created to represent a specific scope of work for your clients to allow for proper reporting, billing, and to create orders in Tread. Projects in Tread work like templates. Setting up your project information upfront means that details flow down automatically to each order, so you don’t have to re-enter them every day.

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To get started, navigate to the Projects tab in the top left corner of your screen, then click New Project.

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Step 1: Project Details

Fill in the following fields to set up the basics of your project:

• Customer — Select an existing customer account or create a new one directly from this screen.
• Project Name — Give your project a clear name (e.g. Taylor Stadium).
• Department — Assign a department if applicable (e.g., Hauling).
• Project External ID — Optional reference ID for your own tracking (e.g. a Job ID from an external system)
• Dispatch Number / Order PO — Add these if required for your workflow.

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Phase Codes

If your project has phases:

• Click “View / Bulk Add Phases” to enter phase codes
• You can enter them one by one, or copy and paste from a spreadsheet

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Step 2: Dates

Set a Start Date and Start Time for the project. If you don’t yet know the end date, you can leave that field blank and fill it in later.

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Step 3: Pickup and Drop-Off Sites

If you know your pickup and drop-off locations, you can add them here. These will default to every order created under this project, saving you from entering them each time.

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Default Sites

Make certain sites easily visible in the order form by using default sites.

1. Select a site, then click the + button
2. Open the sites menu, you’ll see a “Default Sites” list
   1. Note: Pick Up and Drop Off have their own Default Sites lists

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Step 4: Materials & Material Rates

Add the material(s) you will be hauling on this project, and associated rates.

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Step 5: Order Defaults

These settings will pre-fill on every order created under this project:

• Charge to Account — Specify the account your drivers should charge to on-site. You can set this to match your customer account or leave it blank.
• Quantity per Day — Enter the expected tonnage or loads per day (e.g., 100 tons/day).
• Trucks per Order — Set how many trucks you expect per order (e.g., 5 trucks).
• Quantity per Truck — Set how much each truck will carry (e.g., 20 tons).
• Units — Switch between per ton or per load depending on your workflow. If set to per load, you can choose between a specific requested amount or running (which allows drivers to keep making trips without a set limit).
• Truck Type — Select a specific truck type if required (e.g., Tri-Axle Dump Truck). This helps Tread estimate how many loads are needed to reach the daily ordered quantity and also presets values on tickets.
• Truck Work Duration — Optionally define how long each truck should work.

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Step 6: Freight Rates and Tax

Set rates and add ons for freight.

• Customer Rate — The rate you CHARGE customers
• Vendor Rate — The rate you PAY vendors (e.g. brokers, haulers, OOs)
• Driver Rate — The rate you PAY internal drivers (i.e. company drivers)

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Tax

You can apply a tax rate to the receivables invoice and choose which items it applies to.

1. Enter your tax rate (e.g., 8%).
2. Select whether the tax applies to freight and fuel surcharge rates, material rates, and/or add-ons.

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Step 7: Contacts

Default contacts on the order. For example set the Foreman in charge of the project.

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Step 8: Attachments & Notes

You can attach any relevant files to the project and add notes that will appear directly on the order.

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Notes

• Project - Visible in this Project and itsOrders
• Order - Visible in the order
• Driver - Drivers see these notes in the Driver App
• Internal - Visible in this Project and its Orders